Meadow Brook Investment Advisors LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 310 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.37B, First Tr Fd Dow Jones with a value of $5.23B, Vanguard Ftse All World Ex Us with a value of $5.08B, Microsoft Corp with a value of $4.76B, and Jpmorgan Chase & CO with a value of $4.27B.

Examining the 13F form we can see an increase of $1.98B in the current position value, from $111B to 113B.

Meadow Brook Investment Advisors LLC is based out at Livonia, MI

Below you can find more details about Meadow Brook Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
ETFs: $25.4 Billion
Technology: $23.2 Billion
Financial Services: $15.4 Billion
Industrials: $11.5 Billion
Healthcare: $9.91 Billion
Consumer Cyclical: $6.5 Billion
Consumer Defensive: $6.45 Billion
Communication Services: $3.89 Billion
Other: $5.73 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $113 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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